ETH ETF: Bullish or Bearish? | Alex Thorn & Matt Hougan
Bankless
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4.8 • 1.1K Ratings
🗓️ 1 July 2024
⏱️ 74 minutes
🧾️ Download transcript
Summary
Is the Ethereum ETF Bullish for ETH?
Matt Hougan and Alex Thorn put together their own analysis of inflows for the ETH ETF. Remarkably, their numbers came in somewhere close to the same place.
We discussed how much demand there will be for the ETH ETF, whether or not it will overperform or underperform expectations and the overall state of the Crypto Market today.
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TIMESTAMPS
0:00 Intro
2:18 When ETH ETF?
7:16 Data Gathering Process
13:59 The BTC ETF Datapoint
24:17 Estimating ETH ETF Inflows
42:19 Price Impact
52:36 The ETH ETF Bear Case
1:03:14 Solana ETF?
1:05:44 The State of the Market
1:13:53 Closing & Disclaimers
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RESOURCES
Matt Hougan
https://x.com/matt_hougan
Alex Thorn
https://x.com/intangiblecoins
Bitwise
https://bitwiseinvestments.com/
Galaxy Digital
https://www.galaxy.com/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Transcript
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| 0:00.0 | I don't know what the flows will be in the second half of the year, but I expect that we'll see an acceleration as those account platforms come on and as the inevitable tailwinds behind crypto right now, which are massive, push us to new all-time high prices. |
| 0:15.2 | I will also add I expect 2025 flows to exceed 2024 flows. Welcome to Bankless, where we explore the expectations around the incoming E.T.F. |
| 0:33.8 | With two guests, each from an E.T. F. issuer, |
| 0:36.7 | Matt Hogan from Bitwise, and Alex |
| 0:38.4 | Thorne from Galaxy. |
| 0:39.9 | Both Matt and Alex have been doing some market research |
| 0:42.1 | to put together an analysis of inflows for the Ethereum E.T. |
| 0:45.0 | Remarkably, their numbers come pretty close to each other. |
| 0:48.0 | These aren't random guesses, these are educated guesses, and each one comes to the show today to give their numbers and show their |
| 0:55.1 | work. Some of the things that we discussed with the guest today. How much demand |
| 0:58.6 | will there be for the Eeth E.T.F. Will the ETH ETS over-perform or |
| 1:02.3 | under-perform expectations? What about the E-H-E. F. overperform expectations? |
| 1:04.0 | What about the Eith E trust from Grayscale? |
| 1:06.0 | Is that going to come and kill the party like it did with the Bitcoin E. |
| 1:10.0 | Some other topics as well, the Solana E. |
| 1:12.0 | From Vanek. Was that real or just a Hail Mary? |
| 1:14.4 | What's going on with that? And overall, what about the market as a whole? Are we bearish, bullish, or confused about the state of the |
| 1:20.4 | crypto market more broadly? This is the episode I think we need. |
| 1:23.4 | I guess if you're not into bullish episodes on Bankless, |
| 1:25.6 | maybe skip this one, okay? |
| 1:27.2 | Because this was definitely a bullish episode. |
| 1:28.8 | This was nice. |
... |
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